Enabling Self-Service for date changes, cancellations, and questionnaire edits is a great way to cut down on phone calls and get required information before trip time! When a customer receives a confirmation or reminder email for an experience that has Self-Service turned on, they'll be able to click on a "Manage this Purchase" button where they are taken to a Self-Service page. From there, they can change dates or cancel their reservation and make updates to their questionnaire. If you use Xola's invoice feature, you can even have customers self-service and make payments on the balance.
What's covered in this article:
- Enable Self-Service
- Self-Service: Date Changes
- Self-Service: Cancellations
- Self-Service: Questionnaire Changes
- Self Service: Allow customers to make payment
Enable Self-Service
- Navigate to Products> Experinces and click edit on the experience for which you'd like to turn on Self-Service.
- Click on the Self-Service tab on the left-hand menu.
- Tick on the boxes to allow for date changes, cancellations, questionnaire edits, and/or allow customers to make payments. When you select date changes and cancellations you'll be asked to specify how many days prior to the original trip a customer can make this change.
- Click Save.
Now let's take a look at what it looks like for your customer to use the Self-Service feature:
Self-Service: Date Changes
Self-Service: Cancellations
Self-Service: Questionnaire Changes
Self Service: Allow customers to make payment
This toggle allows your customers to pay for their invoices via a link in an email sent to them.